Models like Kimi K3, Grok 4.5, and Muse 1.1 may prevent the dominance of 2-3 frontier labs with 90% inference margins from hurting other AI ecosystem layers (Gavin Baker/@gavinsbaker)

Gavin Baker suggests that new AI models like Kimi K3, Grok 4.5, and Muse 1.1 could disrupt the dominance of a few frontier AI labs. He believes Kimi K3, in particular, might be a significant turning point for AI, potentially benefiting most companies globally while negatively impacting Anthropic and OpenAI. This shift could prevent high inference margins from harming other parts of the AI ecosystem.